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PFO
Pioneer Family Office Portfolio holdings
AUM
$194M
This Fund
S&P 500
This Quarter
Est. Return
+2.19%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$148M
AUM Growth
–
Cap. Flow
+$150M
Cap. Flow
% of AUM
101.23%
Top 10 Holdings %
Top 10 Hldgs %
85.83%
Holding
136
New
136
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$49.5M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$21.9M |
| 3 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$13.6M |
| 4 |
First Trust RBA American Industrial Renaissance ETF
AIRR
|
+$13.4M |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$12.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 1.54% |
| 2 | Financials | 1.24% |
| 3 | Consumer Discretionary | 0.67% |
| 4 | Healthcare | 0.64% |
| 5 | Communication Services | 0.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Alerian MLP ETF
AMLP
$13.3B
| $56.7K | 0.04% |
+1,206
| New | +$56.5K |
|
77
iShares Core S&P Mid-Cap ETF
IJH
$126B
| $51.9K | 0.04% |
+787
| New | +$51.6K |
|
78
JPMorgan Chase
JPM
$950B
| $45.8K | 0.03% |
+142
| New | +$44K |
|
79
Micron Technology
MU
$1.06T
| $45.7K | 0.03% |
+160
| New | +$36.7K |
|
80
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
| $45.2K | 0.03% |
+379
| New | +$45.4K |
|
81
Lockheed Martin
LMT
$136B
| $40.6K | 0.03% |
+84
| New | +$40.2K |
|
82
General Dynamics
GD
$106B
| $40.4K | 0.03% |
+120
| New | +$40.9K |
|
83
Chewy
CHWY
$9.82B
| $39.7K | 0.03% |
+1,200
| New | +$41.7K |
|
84
KraneShares CSI China Internet ETF
KWEB
$5.39B
| $39.5K | 0.03% |
+1,160
| New | +$44.6K |
|
85
State Street Financial Select Sector SPDR ETF
XLF
$57.8B
| $37.7K | 0.03% |
+688
| New | +$36.7K |
|
86
Vanguard Short-Term Corporate Bond ETF
VCSH
$45.1B
| $36.5K | 0.02% |
+458
| New | +$36.5K |
|
87
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.6B
| $36K | 0.02% |
+75
| New | +$35.5K |
|
88
Vanguard FTSE All-World ex-US ETF
VEU
$70B
| $35.4K | 0.02% |
+481
| New | +$35K |
|
89
Citigroup
C
$223B
| $35K | 0.02% |
+300
| New | +$31.2K |
|
90
FedEx
FDX
$77.7B
| $34.7K | 0.02% |
+120
| New | +$31.5K |
|
91
GE Vernova
GEV
$263B
| $34.6K | 0.02% |
+53
| New | +$32.3K |
|
92
WisdomTree Japan Hedged Equity Fund
DXJ
$7.12B
| $34.6K | 0.02% |
+240
| New | +$32.9K |
|
93
Advanced Micro Devices
AMD
$761B
| $34.3K | 0.02% |
+160
| New | +$35.9K |
|
94
Petrobras Class A
PBR.A
$107B
| $33.8K | 0.02% |
+3,000
| New | +$34.6K |
|
95
Philip Morris
PM
$296B
| $32.1K | 0.02% |
+200
| New | +$31K |
|
96
Coca-Cola
KO
$389B
| $31.5K | 0.02% |
+450
| New | +$31.4K |
|
97
Intel
INTC
$491B
| $31.4K | 0.02% |
+850
| New | +$32.1K |
|
98
ExxonMobil
XOM
$678B
| $31.3K | 0.02% |
+260
| New | +$30.2K |
|
|
LOMA
99
Loma Negra
LOMA
$1.1B
| $30.4K | 0.02% |
+2,350
| New | +$25.1K |
|
100
Alibaba
BABA
$309B
| $29.3K | 0.02% |
+200
| New | +$32.6K |
|
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Pioneer Family Office's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Pioneer Family Office, which disclosed 136 positions worth $148M. Its ten largest holdings account for 86% of the portfolio.
Its largest position is Vanguard S&P 500 ETF: 79,718 shares worth $50M.
By sector, the portfolio is most concentrated in Technology at 1.5% of assets, followed by Financials and Consumer Discretionary.
- Pioneer Family Office's largest Q4 2025 buy was Vanguard S&P 500 ETF: 79,718 shares worth $50M.
- Pioneer Family Office's ten largest holdings make up 86% of its $148M portfolio in Q4 2025.
- Pioneer Family Office disclosed 136 positions in Q4 2025, its first 13F filing on record.
Based on Pioneer Family Office's 13F filing for Q4 2025, filed 14 May 2026.